Marshall Wace’s Federal Agricultural Mortgage AGM Stock Holding History

Marshall Wace’s Portfolio AGM Stock Details AGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.62M	Buy	64,866 +19,341	+42%	+$3.16M	0.01%	997
2025 Q4	$7.99M	Buy	45,525 +7,924	+21%	+$1.33M	0.01%	954
2025 Q3	$6.32M	Buy	37,601 +28,414	+309%	+$5.32M	0.01%	1101
2025 Q2	$1.78M	Buy	+9,187	New	+$1.69M	﹤0.01%	1611
2021 Q1	–	Sell	-3,348	Closed	-$249K	–	2426
2020 Q4	$249K	Buy	+3,348	New	+$233K	﹤0.01%	1698
2019 Q2	–	Sell	-331	Closed	-$24K	–	1307
2019 Q1	$24K	Buy	+331	New	+$24.2K	﹤0.01%	1616

Other funds holding AGM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshall Wace's AGM Position: Q1 2026 in Review

Marshall Wace increased its Federal Agricultural Mortgage (AGM) stake by 42% in Q1 2026, buying an estimated $3.16M and bringing the position to 64,866 shares worth $9.62M. The position accounts for 0.01% of the portfolio, ranked #997.

Marshall Wace first reported a position in AGM in Q1 2019 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold AGM as of Q1 2026.

Marshall Wace held 64,866 shares of Federal Agricultural Mortgage worth $9.62M as of Q1 2026.
Marshall Wace bought 19,341 Federal Agricultural Mortgage shares in Q1 2026, an estimated $3.16M.
Federal Agricultural Mortgage made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #997 holding.
Marshall Wace first reported a position in Federal Agricultural Mortgage in Q1 2019 and has held it in 6 quarters since.
232 funds tracked by Wall St. Rank held Federal Agricultural Mortgage as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.